Purchases and Sales Made in Q2 2023 in Ishares Russell 2000 Gwt ETF (IWO)
This table provides information about the institutional ownership of Ishares Russell 2000 Gwt ETF (IWO) during Q2 2023. The information is specifically focused on institutions that hold shares of ISHARES RUSSELL 2000 GWT ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
603+ 4.89% |
$133K - $146K
|
12.9K
$3.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
603+ 0.56% |
$133K - $146K
|
109K
$32.7M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
601+ 36.98% |
$132K - $146K
|
2.23K
$669K
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
575+ 2.88% |
$126K - $140K
|
20.6K
$6.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
560+ 320.0% |
$123K - $136K
|
735
$221K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
560+ 20.83% |
$123K - $136K
|
3.25K
$977K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
549+ 0.93% |
$121K - $133K
|
59.3K
$17.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
544New |
$120K - $132K
|
544
$164K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
515New |
$113K - $125K
|
515
$155K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
510+ 20.42% |
$112K - $124K
|
3.01K
$905K
|
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
506+ 8.23% |
$111K - $123K
|
6.65K
$2M
|
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
501+ 8.99% |
$110K - $122K
|
6.07K
$1.83M
|
|
|
Aug 04, 2023
Q2 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
501+ 5.69% |
$110K - $122K
|
9.3K
$2.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
500+ 13.28% |
$110K - $121K
|
4.26K
$1.28M
|
|
|
Aug 07, 2023
Q2 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
495+ 25.35% |
$109K - $120K
|
2.45K
$736K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
491+ 32.52% |
$108K - $119K
|
2K
$602K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
468+ 1.57% |
$103K - $114K
|
30.2K
$9.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
467+ 1.38% |
$103K - $113K
|
34.3K
$10.3M
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
454+ 235.23% |
$99.8K - $110K
|
647
$195K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
443+ 8.26% |
$97.4K - $107K
|
5.8K
$1.75M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
441+ 39.48% |
$96.9K - $107K
|
1.56K
$469K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
440+ 63.58% |
$96.7K - $107K
|
1.13K
$340K
|
|
|
Jul 20, 2023
Q2 2023
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
431+ 0.64% |
$94.7K - $105K
|
67.6K
$20.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
395+ 1.28% |
$86.8K - $95.9K
|
31.2K
$9.38M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
361+ 205.11% |
$79.3K - $87.6K
|
537
$161K
|
|
|
Jul 27, 2023
Q2 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
359+ 0.81% |
$78.9K - $87.1K
|
44.6K
$13.4M
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
349+ 34.52% |
$76.7K - $84.7K
|
1.36K
$409K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
342+ 2.74% |
$75.2K - $83K
|
12.8K
$3.85M
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
335+ 26.15% |
$73.6K - $81.3K
|
1.62K
$486K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
330New |
$72.5K - $80.1K
|
330
$99.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
322+ 1.05% |
$70.8K - $78.1K
|
31.1K
$9.36M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
317+ 0.35% |
$69.7K - $76.9K
|
90.4K
$27.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
303New |
$66.6K - $73.5K
|
303
$91.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
301+ 1.79% |
$66.2K - $73K
|
17.1K
$5.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
295+ 3.02% |
$64.8K - $71.6K
|
10.1K
$3.03M
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
287+ 1.71% |
$63.1K - $69.6K
|
17.1K
$5.14M
|
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
282New |
$62K - $68.4K
|
282
$84.8K
|
|
|
Jul 14, 2023
Q2 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
277+ 24.3% |
$60.9K - $67.2K
|
1.42K
$426K
|
|
|
Jul 17, 2023
Q2 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
277+ 6.31% |
$60.9K - $67.2K
|
4.67K
$1.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
275+ 19.03% |
$60.4K - $66.7K
|
1.72K
$517K
|
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
260New |
$57.1K - $63.1K
|
260
$78.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
250+ 26.91% |
$55K - $60.7K
|
1.18K
$355K
|
|
|
Aug 08, 2023
Q2 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
245+ 4.69% |
$53.9K - $59.5K
|
5.47K
$1.64M
|
|
|
Jul 27, 2023
Q2 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
243+ 1.05% |
$53.4K - $59K
|
23.4K
$7.03M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
242+ 0.54% |
$53.2K - $58.7K
|
45K
$13.5M
|
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
BUY
|
- |
239+ 5.78% |
$52.5K - $58K
|
4.38K
$1.32M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
236+ 3.71% |
$51.9K - $57.3K
|
6.59K
$1.98M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
236+ 10.28% |
$51.9K - $57.3K
|
2.53K
$761K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
233+ 26.3% |
$51.2K - $56.5K
|
1.12K
$337K
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
231New |
$50.8K - $56.1K
|
231
$69.5K
|